$POK
7V4vYUAp…S3mJpump · called 8/25/2026, 9:18:21 PM
the call
SCALE IN
Coil is low and flow is not distributing. Build in tranches, not all at once.
POK is quiet: coil 0.01, 4.5% of float trapped above.
conviction
43%
re-check in 11 min
what happenedcorrect$0.0₃5344 → $0.0₃6679+25.0% edge
the reasoning, as recorded at the time
- No coordinated insider cluster detected in the resolved holder set.
- Coiled supply 4.7% vs trapped supply 4.5% — more of the float is sitting in profit than is stuck underwater, so rallies get sold.
- Velocity of realization is -0.48 — flow is accumulating, not distributing.
- Trapdoor at $0.000276: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
- Ceiling at $0.000547: trapped bags get whole at that level and will sell into the first touch.
ladder given
22% at $0.000547 · 29% at $0.000555 · 20% at $0.000643 · 29% runs · hard stop $0.000454 (-15%).
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